Lori Haddock is a CFP-designated registered investment advisor, based in Greensboro, NC, with 26 years of industry experience. Lori is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1301 W Wendover #C, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lori is involved in several outside business activities, including owning a rental property, being a member/volunteer at Greensboro Rotary Club, and serving as a trustee for Daystar Christian Fellowship. She also sells fixed, indexed, and variable annuities, as well as life insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Maplewood Investments, INC.Broker
Blueprint Financial Advisors
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Advisory Services Network
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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